See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,115 | $110,257+1.7% | $96,544+16.1% | $139,434-19.6% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 19.38% | 26.32%-6.9pp | 25.84%-6.5pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,279 | $3,620-9.4% | $2,965+10.6% | $4,751-31.0% |
| Participant deferral / active EE | $8,099 | $5,548+46.0% | $4,851+67.0% | $6,710+20.7% |
| Admin fee / account holder | $2,036 | $11,591-82.4% | $8,252-75.3% | $11,403-82.1% |